Glassman Wealth Services
CIK: 0001642160SEC EDGAR →
Portfolio Value
$741.0M
Holdings
195
As of
Q4 2025
New Positions
9
Closed Positions
6
Portfolio Value History
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | VANGUARD INDEX FDS | 285,053 | $178.8M | 24.12% |
| 2 | SCHWAB STRATEGIC TR | 4,666,563 | $127.0M | 17.14% |
| 3 | VANGUARD INTL EQUITY INDEX F | 1,143,369 | $84.1M | 11.35% |
| 4 | WISDOMTREE TR | 841,295 | $75.2M | 10.15% |
| 5 | DIMENSIONAL ETF TRUST | 1,962,925 | $64.2M | 8.67% |
| 6 | DIMENSIONAL ETF TRUST | 1,528,980 | $60.5M | 8.17% |
| 7 | SNAP ON INC | 101,044 | $34.8M | 4.70% |
| 8 | ISHARES TR | 43,255 | $16.2M | 2.18% |
| 9 | VANGUARD INDEX FDS | 44,643 | $15.0M | 2.02% |
| 10 | SPDR S&P 500 ETF TR | 12,739 | $8.7M | 1.17% |
Quarterly Changes
Top Buys
New Positions (15)
$952K · 48K shares
$774K · 84K shares
$513K · 18K shares
$269K · 654 shares
$225K · 4K shares
$186K · 4K shares
$120K · 3K shares
$104K · 5K shares
$103K · 2K shares
$80K · 3K shares
$67K · 2K shares
$48K · 2K shares
$45K · 1K shares
$42K · 212 shares
$30K · 587 shares
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Financial Services | 187 | $704.3M | 95.1% |
| Industrials | 1 | $34.8M | 4.7% |
| Unknown | 6 | $1.8M | 0.2% |
| Real Estate | 1 | $20K | 0.0% |